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May 15th, 2017 |

Nurturing moneywise children

Parents often emphasize the importance of education to their beloved children. The rewards are obvious. Yet all too many forget to bolster that…

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April 26th, 2017 |

Don’t forget about digital assets

Digital assets include any content or electronic information stored on a computer or through computer-related technology – such as financial accounts, social media…

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April 14th, 2017 |

How old is old?

I was recently reminded of a study done years ago to determine how old we think is old?  There have been several similar…

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April 10th, 2017 |

Grandparents are teachers, too

Surprisingly, millennials and their grandparents share similar attitudes about money.  Consider these ways to impart financial wisdom early and often.

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March 31st, 2017 |

Knowing where you stand financially

 

My wife and I are expecting our first child this coming October and we are beyond thrilled.  This excitement shifted to fear and…

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March 29th, 2017 |

Please join us April 19th for a shredding party!!

Taxes are due on Tuesday, April 18th-just a few weeks away! On Wednesday, April 19th, lighten your paperwork load and bring your old…

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March 17th, 2017 |

Spring cleaning

It is that time of the year when it will be warming up and we start looking forward to the spring.  Many use…

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March 13th, 2017 |

Mitigating the Medicare surtax

We’ve had a few years now to get familiar with the Medicare payroll tax and surtax that went into effect at the beginning…

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March 3rd, 2017 |

2017 income tax deadline and IRA contributions

April 18th is fast approaching!   That’s right; the deadline again this year is April 18th.  The reason for the later date is that…

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February 27th, 2017 |

Live longer, live better

Retirement is generally something people look forward to. It’s a stage when we have the most control over our lives and, hopefully, the resources and…

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